Resources

Resource Management on Keka PSA - Overview

Effectively managing project resources is crucial for successful project execution across the organization. Ensuring that the right projects are matched with the appropriate resources at the optimal time can significantly impact the timely delivery and quality of project outcomes.

Keka PSA's resource management suite equips organizations with powerful tools to oversee resources efficiently, enhancing overall project management effectiveness. Below are some of the key features that Keka PSA offers for streamlined resource management.

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**Manage Resource Availability with the Resource Planner**

The resource planner feature in Keka PSA provides a comprehensive view of resource availability across various departments and locations within your organization. You can filter resources based on criteria such as department, availability percentage, project, and other relevant parameters. This feature also allows you to view current resource allocations along with their associated project details. Moreover, you can directly allocate resources to projects from the resource planner, streamlining the allocation process.

 

**Track and Optimize Resource Utilization**

To ensure projects operate efficiently, it is essential to monitor resource utilization across all projects and make necessary adjustments for optimization. Keka PSA enables you to access utilization statistics for any resource within any project and track how utilization trends change over time.

Additionally, the analytics section of Keka PSA offers dedicated reports that provide insights into resource utilization by project, timeline, and other metrics.

 

**Manage Resource Requests**

Project managers can submit resource requests in Keka PSA tailored to their specific project needs. These requests are easily tracked and managed in the resource requests section, allowing resource managers to review, allocate resources, or reject requests as necessary.

 

**Manage Roles**

Keka PSA also allows you to create and manage various project and billing roles within the resource management section. These roles can be assigned to different projects and utilized for client billing purposes.

Furthermore, Keka PSA includes additional features that enable you to determine which resources are eligible for project allocation and establish criteria for when an employee is considered to be on the bench.

In the following articles, we will explore how to effectively manage resources using Keka PSA.